Crestmont Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Crestmont Private Wealth LLC

  • $231 Billion
  • Q1 2025

A detailed history of Crestmont Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 18,536 shares of SCHX stock, worth $407,050. This represents 0.18% of its overall portfolio holdings.

Number of Shares
18,536
Previous 17,433 6.33%
Holding current value
$407,050
Previous $404 Million 1.28%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$21.75 - $24.28 $23,990 - $26,780
1,103 Added 6.33%
18,536 $409 Million
Q4 2024

Jan 14, 2025
BUY
$22.4 - $68.28 $390,499 - $1.19 Million
17,433 New
17,433 $404 Million

Others Institutions Holding SCHX

# of Institutions
1,477
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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